The Power of Us®:
Empowering credit union partners
In a world where profit so often comes before people, the credit union is refreshingly different. It’s a place where financial services are delivered with integrity. And respect for people and the planet is second nature with a focus on responsible investment approaches and ESG considerations. At the credit union, members are treated like owners, because that’s what they are. And that makes all the difference.
It’s about a shared vision. It’s about pooling resources, working together, and succeeding together. How do we know all this? Because at Aviso, we’re not just a partner, we’re a part of the credit union family.
In a partnership, each side brings strengths to the table. You bring what you do best – building relationships with your members and meeting their needs. We bring access to a full range of leading wealth management solutions as well as technology platforms for back office and digital solutions, plus support at all levels of your organization.
The Power of Us is a registered trademark of Aviso Wealth Inc.
Partnership
Aviso is a true partner, with a level of commitment, transparency, and collaboration you won’t find anywhere else. Owned by the credit unions, we are designed to serve the credit unions. By working together with shared goals and values, we can achieve the best possible outcomes for your credit union members.
Support
We support every level of your business with all the dealer services you need. You can rely on us for advisor training and practice management, marketing, legal and compliance support, and the technology you need to grow and meet your members’ changing needs.
Choice
With Aviso, you can deliver holistic planning to meet your members’ long-term goals, with a wide range of investment and insurance and estate planning solutions, including access to best-in-class portfolio managers.
Commitment
Aviso is one of Canada’s largest independent wealth management firms, with the resources to bring competitive products and services to you and your members. And we have the scale and financial strength to evolve with the marketplace, continually investing in the business and the growth of our partners.
Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Qtrade Securities Inc. Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.
